1. Water conservancy infrastructure listed companies frequently received large orders
With the acceleration of national water network construction, water conservancy infrastructure market orders were concentrated, and many listed companies received large orders. On June 22, Qinglong Pipe Industry won the bid for a project worth 557 million yuan; previously, it was shortlisted for a project worth 225 million yuan. On June 11, Han Jianheshan signed a contract of 440 million yuan. Shandong Longquan Pipe Industry has won more than 180 million yuan twice this year. Thanks to the increase of national water conservancy investment and the landing of major projects, the investment in water network construction in the 15th Five-Year Plan will exceed 6 trillion yuan. Water conservancy construction drives the expansion of market scale, highlights the industry-driven effect, benefits many industrial chains, and is expected to normalize and release high-density bidding and procurement in the future.
2. On the evening
of June 22, the first independent director nominated by China Securities Investment Service in Guizhou Province landed in Panjiang Stock Company, which announced that all the proposals of the shareholders'meeting in 2025 were passed, and Zhang Yunyan, jointly nominated by China Securities Investment Service Center, became an independent director of the seventh board of directors of the company. This is the first case of the sole director nominated by the China Securities Investment Service Center in Guizhou. Zhang Yunyan has experience as an independent director of many listed companies, and is currently a senior and managing partner of a law firm, with job requirements. The relevant person in charge of Panjiang shares talked about the 2026 plan, saying that it would give full play to the advantages of coal-electricity integration, speed up the construction of power generation projects, reserve and develop new energy projects, build new energy bases, and promote the optimal combination of coal-electricity and new energy.
3. On the evening
of June 22, Bingyang Science and Technology intends to acquire 99.78% of the new third board Zhixing shares by issuing shares and paying cash, while raising matching funds. It is expected to constitute a major asset reorganization and related party transactions. After the completion of the transaction, a two-wheel drive pattern of "energy materials + pavement materials" will be constructed. Bingyang Science and Technology is mainly engaged in fracturing proppant, and Zhixing Co., Ltd. focuses on green pavement materials. In 2025, the revenue of Zhixing shares was 690 million, exceeding 160 million of Bingyang Technology. The acquisition aims to create a second growth curve and achieve synergy in technology and procurement. The transaction requires the delisting of Zhixing shares into a limited liability company, the examination of the Beijing Stock Exchange and the registration of the Securities Regulatory Commission, and there are risks such as integration and impairment of goodwill.
4. The General Administration of Market Supervision unconditionally approved Conch Group's acquisition of Wanwei Group's equity
. The General Administration of Market Supervision announced the list of concentration cases unconditionally approved from June 8 to June 14, 2026. Among them, Luohe Shuanghui Meat Industry and Zhengzhou First Construction Group set up a new joint venture, Anhui Conch Group acquired the shares of Anhui Wanwei Group, Saudi Arabia Public Investment Fund and Saudi Arabian National Petroleum Corporation set up a new joint venture. The Conch Group's acquisition of Wanwei Group's equity referred to in the title is included in the list of approvals, which indicates that the acquisition has been unconditionally approved by the General Administration of Market Supervision.
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